Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 146.8M | 42.9B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 122.5M | 35.8B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 65.0M | 19.0B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 61.1M | 17.8B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 57.3M | 16.7B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 48.7M | 14.2B | 0.9% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 40.9M | 12.0B | 0.7% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Jun 30, 2026 | 33.8M | 9.9B | 0.6% |
| Growth Fund of America | Jun 30, 2026 | 28.2M | 8.2B | 0.5% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 25.7M | 7.5B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.